Trainee Financial Planner | Apply for the position
We have an exciting opportunity for a Trainee Financial Planner to join our thriving Team here at Woodgate.
Initially, your role will be to develop a detailed understanding of financial planning within Woodgate. Experience has taught us that this understanding is best gained by first strengthening your knowledge, and so the principal part of your training will be gaining insight and understanding of our systems by joining our Paraplanning department. There will be a clear path to transition into serving Clients as a Financial Planner, which will be tailored to your journey as you develop your competency within our business structure.
Through this process, you will develop the ability to create and deliver Plans for individuals, businesses and organisations utilising knowledge of tax, investment strategies, securities, insurance, and pension plans. Then latterly through Client meetings you will be able to determine assets, liabilities, cashflow, risk management strategy and financial planning goals.
If you would like to find out more and apply for the role please complete your details here.